Configuration Management Theory, Practice, and Application

Configuration Management: Theory, Practice, and Application details a comprehensive approach to configuration management from a variety of product development perspectives, including embedded and IT. It provides authoritative advice on how to extend products for a variety of markets due to configuration options.The book also describes the importance of configuration management to other parts of the organization. It supplies an overview of configuration management and its process elements to provide readers with a contextual understanding of the theory, practice, and application of CM.Explaining what a configuration item is and what it implies, the book illustrates the interplay of configuration and data management with all enterprise resources during each phase of a product lifecycle. It also demonstrates the interrelationship of CM to functional resources.Shedding light on current practice, the book describes CM baselines, configuration identification, management baseline changes, and acceptance criteria for end products. It also considers testing, inspection and evaluation, related CM standards, and reference data. Coverage includes the product life cycle, the supporting enterprise infrastructure, functional resources, product management, CM elements, data types, and control requirements.Providing a systems perspective of the various elements of configuration and data management, the book explains how they relate to the enterprise and details proven risk management solutions for when things go wrong.

DEFINE THE BASIS OF TERMS AND THEIR CONTEXT Overview of the Product Life CycleQuestions to Ponder Introduction Phases Development Introduction Growth Maturity Decline After the Decline CM and the Dynamics of Change Survivability Conditions Evolution of the Horseless Carriage Product Market Adaptation Product Performance AdaptationCM and Market Adaptations Mass Customization Performance AdaptationsCase Studies Case 1—Product Market Adaptation versus Performance Adaptation Case 2—Share Design DecisionOverview of the Supporting Enterprise InfrastructureQuestions to PonderIntroductionInformation Technology A Brief History of Information and Information Security Stability of Internal InfrastructureOverhead, General and Administrative, and Other Cost ElementsIntellectual Property What Is IP? What Drives IP? How It Applies to CM Why Is It Necessary? IP and Legal Documentation (Incarnations or Permutations of the Design) International Traffic in Arms Regulations Counterfeit Products Circa 800Functional ResourcesQuestions to Ponder Introduction Project Management Project Integration Management Scope Management Time Management Project Communications Management Project Cost Management (Earned Value Management) Project Quality Management Project Risk Management Action Item List Engineering Design and Requirements Simulation and Verification Bills of Materials and Bills of Documentation Production Production Setup Production Test and VerificationFinance Legal Contracts Department Supply Chain Management Facilities Property Management Configuration Management and Product Management Questions to Ponder Introduction Marketing Product Price Promotion Place Marketing and Market Research Customer Interface Market Segmentation Increasing the Complexity of the Product Embedded Software Embedded Hardware System Complexity Distributed Product Development Outsourced Coordinated DevelopmentA Configuration Item and What It Implies Questions to Ponder Introduction Serialization Traceability Higher Level of Management Controls CM Planning Configuration Identification Change Control Configuration Status Accounting Configuration Audit MetricsData Definition, Data Types, and Control Requirements Questions to Ponder Introduction Data Definition Knowledge Workers Spend 30% of Each Day Looking for Data with a 50% Success Rate Data, If Found, Contains between 10% and 25% Data Inaccuracies Lack of Data Cross-References and Coordination Inadequate Data Definition Resulting in the Data Being Misinterpreted Inadequate Data Safeguards Multiple Sources of Truth for the Same Data Too Much Data and Not Enough Intelligence A Strict Data Diet 3D Printing Quantum Computing Database Transfers Social Media, Real-Time Video/Images, and Text MessagingCM and Levels of Quality Business Systems Management Level I, Policy Management Level II, Plans Management Level III, Process Management Level IV, Procedures Management Level V, Metadata Management Level VI, Guidelines Management Level I, II, III, and IV Requirements Management and CM PlanningConfiguration Management Questions to Ponder Introduction Overview of CM History of CM Das V-Modell What Does CM Apply To? CM Process Elements Requirements and CMDEFINE THE INTERRELATIONSHIP OF CM TO FUNCTIONAL RESOURCESConfiguration Management Support of Functional Resources Questions to Ponder Introduction CM and Project Management Acceptance DD form-250 Use CM and Project Integration Management CM and Scope Management CM and Time Management CM and Project Communications Management CM and Project Cost Management (Earned Value Management) CM and Project Quality ManagementCM and Project Risk Management CM and Action Item Lists CM and Engineering CM and Production CM and Finance CM and Legal CM and Contracts Department CM and Supply Chain Management CM and Facilities CM and Property Management Time-Phased CM Activities At Award Critical Noncontract-Related Activities Hardware Quality Instruction and Software Quality Instruction The Program Data Repository Basics The First 90 Days and Beyond The 90/90 Rule CM Interfaces Program Do’s and Don’ts The Many Faces of CM The Property Management Interface DD-1149, Requisition and Invoice/Shipping Document Shippers and DIL Deliveries Certificates of Conformance SummaryDEFINING CURRENT PRACTICEConfiguration Management Baselines Questions to Ponder Introduction There Are Many Baselines Functional Allocated DevelopmentalTriggers for Moving from One Baseline to the Next CM Implications of a Product Baseline Baselines and Configuration Identification Phase-Based Item Re-Identification Validation and Verification in Nongovernmental Sales Product Acceptance Configuration Control Questions to Ponder Management of a Configuration CM Is a Management ToolThe CM Tower of Babel Use Drives the CM Planning and Management Systems Design Six Sigma Multiple Build End Item and a Product BaselineOne-Off End Items Management of Change Engineering Change Request Engineering Change OrdersConfiguration Verification Functional Aspect Aids to Functional Aspect VerificationSystems (Product) Verification Live Fire Exercise Analysis, Inspection, Test, and Demonstration Master Plan Requirements and Closure Configuration Audit In-Process Audits Formal Audits Material Receipt and Inspection Goods Production Material Process Material Customer-Furnished Material WHEN THINGS GO WRONGWhen Things Go Wrong! Areas of Configuration Management Risk Hardware and Software Integration Commercial Titan—Intelsat 603 ??????-3?—QuickBird 1 Items Delivered of Unknown Configuration Ineffective ICWGs Missile-X Interfaces Mars Climate OrbiterMilestone Slips because Metrics Were Not Used to DetermineWhere a Project Was Throwing Decisions over the Fence Company-Level Procedural Approval Holds Up MultiplePrograms Inordinate Change Processing Duration and Number of Changes Low Temperature Microgravity Physics Facility Lack of Change Implementation after Approval Apollo 13 Oxygen Tanks Lack of Control of Item Identification General Motors Corporation Switch Recall Undocumented Changes or Part Substitution in Final Product Solar Maximum Mission 1978 BMW 320i w/Four Speed Getrag Gearbox Pilot Shaft Bearing Drop-In Replacement Sometimes Not So Lack of Proper Configuration Control Board Stakeholder Review Harness Support Bracket Redesign w/o Harness Team Input Small ICBM Internal Shelf Design Informal Change Management Open Loop and Stove Pipe Changes High Rate of Scrap and Repair Untested Item Substitution Maintaining Software and Its Associated Design Documentation Source Code and Compile Merge Failure Lack of Baseline Control Subassembly of Switch Insufficient Development Baseline Definitions Lack of a CM-Managed Functional and Allocated Baseline Design Baseline Updated from Wrong Revision Inadequate Training of Those Performing CM Functions What Is the Point of Processing an Engineering Order Where Is That Written Down? No Records to Combat Environmental Violation Allegations QuotationsTIEMPO, RELATED CM STANDARDS, AND REFERENCE DATATest, Inspection, and Evaluation Master Plan Organized Philosophy of the Master Plan Benefits of the Master Plan An Overview of One Approach System Definition Test (Verification)Reliability TestingSo, When Do We Start Testing? Types of Tests during DevelopmentInspections Evaluation (Validation) Inspection Caveats Product Development Phases Conclusion Appendix: Related Configuration Management StandardsAcronyms Bibliography Index

Jon Quigley has worked in a variety of capacities within new product development organizations, including embedded product development engineer, product engineer, test engineer, electrical and electronic systems engineering manager, electrical and electronic verification and test manager, and electrical and electronic process manager.Jon is on Western Carolina University’s Master of Project Management Advisory Board and Forsyth Technical Community College’s Advisory Committee for the Project Management Program. Additionally, he has taught project management at technical schools, Seattle City University, and a number of businesses. He is also an expert at IT Metrics and Productivity Institute (www.itmpi.org), where he has webinars on a variety of topics.Kim Robertson started his first company at the age of 18 and has extensive experience in all aspects of business and aerospace, spanning 40 years. He is the author of over 100 discipline-specific training packages, 3 fiction books, and articles for CM Trends and various other trade publications from industrial arts to configuration management and contract management. His interests in education and training development started in his teens. He is a National Defense Industrial Association-certified configuration manager with degrees from Westminster College in mathematics and physical sciences and a master’s degree from the University of Phoenix in organizational management, with a subspecialty of government contracts. His work experience includes wildlife art, photography, electrical circuit design, manufacturing, learning systems design, systems engineering, configuration management, contracts administration, policy and review, intellectual property, corporate audit, corporate finance, supply chain management, marketing, and public speaking. Kim is an associate of Value Transformations LLC.